> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pages Templates

> Save a Page structure you like and reuse it for future client deliverables.

Page templates help you create consistent client-facing deliverables. Use them when your team sends the same type of Page repeatedly, such as quarterly reviews, discovery follow-ups, onboarding packages, plan reviews, or proposal summaries.

<Info>
  A meeting template shapes your meeting notes and summary. A Page template shapes the client-facing deliverable you send after, before, or outside a meeting.
</Info>

## Where Page templates live

Open **Templates**, then choose **Pages**.

This is separate from meeting templates. If you are creating a structure for meeting notes, use the meeting templates area. If you are creating a structure for a client deliverable, use Page templates.

## Create a Page template from a prompt

### Open Templates > Pages

Go to **Templates**, then open the **Pages** view.

### Click New Page Template

Click **New Page Template**.

### Describe the template

In the prompt field, describe what the template should include.

> For example: "Create a warm introduction page for a new prospect, focusing on what we learned about their retirement vision."

### Attach a document if you have one

If your template should follow an existing sample, upload the document as context.

### Generate the template

Continuum opens the template editor with a live preview using sample content.

## Create a template from a Page you already like

If you have a Page that works well, save it as a template instead of rebuilding the structure later.

### Open the Page

Open the Page you want to reuse.

### Open the more options menu

Click the **three-dot menu** in the Page header.

### Create a template

Choose the option to create a template from the Page.

### Review and save

Review the template, remove client-specific details, and save it.

<Warning>
  Before saving a Page as a template, remove names, account details, dates, document references, and anything else that should not appear in future Pages.
</Warning>

## Edit a Page template

The Page template editor includes two main areas: a live preview and an AI chat panel.

**Preview:** Shows how the template looks using sample content and your organization’s Brand settings.

**AI chat:** Lets you change the template by describing what you want. For example:

* “Add a section for next steps with due dates”
* “Make the opening warmer”
* “Add a document checklist near the end”
* “Turn the recommendations into three cards”
* “Make this better for a quarterly review”

When the preview looks right, click **Save**.

## Set template visibility

Use the visibility control in the template header to decide who can use the template.

**Private:** Only you can view and use the template.

**Shared with organization:** Teammates in your organization can use the template to create Pages.

Shared templates help teams keep client deliverables consistent across advisors, assistants, and service teams.

## Duplicate or delete a template

Open the template’s **three-dot menu** to manage it.

**Duplicate:** Creates a copy you can edit without changing the original. Use this when you want a variation for a different client segment or meeting type.

**Delete:** Removes the template. Deleting a template does not delete Pages that were already created from it.

## Page template best practices

**Keep templates reusable.** Avoid client-specific names, dates, and account details.

**Design around the job.** A discovery follow-up, quarterly review, and onboarding package should not all have the same structure.

**Use clear section names.** Your team should know what each section is for, and your client should understand it without explanation.

**Start with one strong template.** It is better to have a few templates your team trusts than a long list nobody uses.

**Preview with your Brand.** Templates render with your organization’s Brand settings, so check that the visual style works before sharing.